NetSuite announces "thousands" of salesforce.com users are switching.
So how will sfdc respond? Larry Ellison is an investor in both. Both CEOs, Zach Nelson and Marc Benioff, are ex Oracle. They both learned from the Jedi Master.
Most of the references cite the Suite in NetSuite is why they switched. AppExchange must not qualified as enough of a "suite" for them.
Here's a thought for sfdc - they should hire Jeff Nolan as a consultant to do an analysis of the "switches" as he did as Oracle announced it had beaten SAP 585 times last year. He has shown himself to be pretty adept with the lightsaber...